Featured advisory firms*
Firms regulated by SCA
Abacus Financial Consultants
Established in 2013 | 8 advisers | 100% CII qualified members
Lump sum investments | Regular investments | Review of existing investments | Retirement planning | School fees planning
Mondial (Dubai) LLC
Established in 1988 | 15 advisers | 33% CII and 93% CISI qualified advisers
Financial planning | Mortgage advice | Portfolio management | Retirement planning | Wealth management
Firms regulated by Insurance Authority
AES International
Established in 2004
Wealth Management
Arlo Associates
Established in 2013
Retirement Planning | Estate and Tax Planning | Education Fee Planning | Investments | Medical and Personal Insurance
Avon Insurance Brokers L.L.C
Established in 1998
Financial Planning | Insurance Investment Advice | Portfolio management | Wealth Management
Holborn Assets
Established in 1999 | 141 advisers | 30% CII, 33% CISI and 39% LIBF qualified advisers
Inheritance Tax planning | Insurance Investment Advice | Lump Sum Investments | Mortgage advice | Offshore banking | Pension Portfolio Management | QROPS | Retirement Planning | Savings Plans | SIPPS | Wealth Management
Prosperity Insurance Brokerage LLC
Established in 2009 | 55 advisers | 45% CISI and 9% CII qualified members
Education Fee Planning (10,000-20,000 AED) | Insurance Investment Advice | Retirement Planning | Savings Plans
Firms regulated by DFSA
GSB Capital
Established in 2020 | 6 advisers | 50% CII qualified, 100% CISI qualified members and 33% LIBF qualified
Financial Planning | Inheritance Tax planning | Pension Portfolio Management | Portfolio management | Wealth Management
*We profile firms which are believed to focus on life assurance and savings, not firms involved in general insurance. We use best endeavours to ensure the information given by featured advisory firms is true and accurate